Includes
Certification Training
Members have unique online access to training leading to certification as a Cash Flow Advisor with the Institute of Certified Cash Flow Advisors. This certification allows you to take advantage of the unique and custom engagement tools that will impress and convert prospects into committed clients. Have confidence helping your clients in ways your competition only dreams of. Even in difficult economic times, you can truly help your clients achieve their goals, dreams, and ambitions.
Coaching
Become more profitable and productive while growing a successful business. Engage with up to 7 strategies that focus on acquiring more clients every month. Develop systems that will put you ahead of your competition and make you the preferred choice with clients and referral partners.
Business Academy
Learn how you can double or even triple your revenues while growing a business to $1 million in revenues. Weekly e-coaching provides you the education and support to help you become more successful.
Unique Selling Proposition
Stand out as a preferred financial or real estate professional using a unique client engagement tool that will help your clients to reduce financial stress, have more money, and live their dreams.
Ready-Made Marketing
Brand yourself while staying connected to your most valuable marketing asset … your clients. Do not leave to chance that they will remember you. Receive ready-made daily, weekly, and monthly materials that will save you time and maintain front of mind awareness with prospects and clients.
Client Funnels
Stay connected with prospects and past clients through consistent marketing that is designed to connect and encourage. Increase your visibility by having done-for-you landing pages and guides featuring you as the expert! Unique landing pages for you to promote yourself. Boost your online presence and help you to be in front of more prospects.
CRM - Tracking
You will have your own lead-prospect-client dashboard that is designed to help track individuals inside your database. Save time with automated emails streams to stay relevant with your database. 100% compliant with your brokerage as no “selling” or product specific information is shared. Simple motivational and engaging marketing with prospects and clients.